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• Family Loans: Lend It or Give It Away? | Charles Schwab

  Be sure you know what you're getting into before you agree to family loans. Learn whether to loan or give money to your family and under what circumstances.

• Demystifying Your Medicare Options for Retirement | Charles Schwab

  Retirement affects Medicare coverage, including premiums, coverage, and enrollment deadlines. Compare your Medicare options and help reduce out-of-pocket costs.

• Tax Strategies for Donating Equity Awards | Charles Schwab

  Discover which types of equity compensation can be donated to charity, and what the potential tax benefits of those donations may be.

• Are Municipal Bonds Tax Free? | Charles Schwab

  Municipal bonds aren’t always tax-free. Learn about 7 types of taxes that could apply.

• Limit Orders, Stop Orders, & Market Orders | Charles Schwab

  Limit orders, market orders, and stop orders are common order types used to buy or sell stocks and ETFs. Learn about the risks and advantages of each.

• What Is Probate? Keeping Your Estate out of Court | Charles Schwab

  Probate can be a notoriously expensive and time-consuming process of settling your will after death. Learn four ways to avoid exposing your estate to probate.

• Weekly Trader's Stock Market Outlook | Charles Schwab

  Read our weekly market review, complete with commentary on the previous week in the stock markets and our outlook for the upcoming week.

• Request an IRA Distribution | Charles Schwab

  Use this form to request a new distribution from or change an existing distribution instruction for your Schwab IRA account.

• Catalysts Light Before Weekend After Record Highs | Charles Schwab

  Today and Monday are the calm before the storm as stocks approach next week's massive wall of data and earnings at record highs. Trade remains key as the August 1 deadline nears.

• Passing Financial Values to the Next Generation | Charles Schwab

  Leaving a legacy is about more than just money. Consider these do's and don'ts for establishing a shared family value system that can span generations.